Vinkius
Chatham Financial

Supercharge your AI with Chatham Financial. Analyze risk, valuations, and market rates via chat.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Works with every AI agent you already use

…and any MCP-compatible client

Chatham Financial MCP on Cursor AI Code Editor MCP ClientChatham Financial MCP on Claude Desktop App MCP IntegrationChatham Financial MCP on OpenAI Agents SDK MCP CompatibleChatham Financial MCP on Visual Studio Code MCP Extension ClientChatham Financial MCP on GitHub Copilot AI Agent MCP IntegrationChatham Financial MCP on Google Gemini AI MCP IntegrationChatham Financial MCP on Lovable AI Development MCP ClientChatham Financial MCP on Mistral AI Agents MCP CompatibleChatham Financial MCP on Amazon AWS Bedrock MCP Support

Connect to your AI in seconds.

Chatham Financial connects your enterprise account to any AI client, allowing you to manage complex financial risk and valuations conversationally.

You can query market data, track debt payments, review derivative trades, and check hedge accounting details—all without opening a single dashboard.

It gives you full control of institutional finance insights right where you work.

What your AI can do

Get trade accounting

Gets detailed accounting information for a particular transaction or trade.

Get hedge effectiveness

Pulls the specific results from hedge effectiveness tests.

Get chatham market data

Retrieves current benchmark rates and future forward curves (like SOFR).

+ 5 more capabilities included
Query Market Rates

Retrieve current and forward-looking benchmark rates, such as SOFR or EURIBOR curves.

Review Trade Status

List all your financial transactions and trades to get a complete overview of positions.

Calculate Asset Value

Get the current or historical mark-to-market valuation for any specific trade.

Track Payments

View payment schedules and history across all configured financial instruments.

Assess Risk Mitigation

Check hedge effectiveness test results and detailed hedge accounting records.

Map Corporate Structure

List every legal entity and managed portfolio connected to your account.

Compatible AI Apps

OAuth 2.0 Compatible
Vinkius runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
Vinkius runs on Zendesk Zendesk
+ any other MCP app
Included with Plan

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AI Agent

Chatham Financial: 8 Tools for Finance

These tools let you programmatically retrieve everything from benchmark interest curves to the payment history of specific financial trades.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Chatham Financial on Vinkius

Get Trade Accounting

Gets detailed accounting information for a particular transaction or trade.

Get Hedge Effectiveness

Pulls the specific results from hedge effectiveness tests.

Get Chatham Market Data

Retrieves current benchmark rates and future forward curves (like SOFR).

Get Trade Valuations

Calculates and retrieves the current and historical mark-to-market value for any...

List Chatham Entities

Provides a list of all legal entities configured within your account.

List Trade Payments

Lists the payment history and future payment schedules for any transaction.

List Chatham Portfolios

Lists every managed portfolio set up in the system.

List Chatham Transactions

Gathers a list of all financial transactions and trades associated with your account.

Connect to your AI in seconds. Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Chatham Financial integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
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  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Chatham Financial, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,000+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Every connection is secured and compliant automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week
Chatham Financial MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Chatham Financial. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

The manual process of tracking financial risk is a nightmare.

Today, getting a full picture of your company's risk involves opening the main ledger dashboard. You have to navigate tabs for derivatives, then open another window for market rates, and finally pull up the payment schedule from a separate debt management system. You spend half your time clicking between these tools just to compile a single summary.

With this MCP, that process vanishes. Your AI agent handles all the switching. You simply talk through the required checks—'Check the valuation for X using Y rate'—and you get a clean, definitive answer in conversation. It’s direct and fast.

Using Chatham Financial MCP delivers actionable trade accounting details.

Manual reconciliation requires pulling the transaction list, then cross-referencing that data with the hedge accounting documentation to verify if the write-downs match. This is tedious and prone to human error because the systems don't talk to each other.

Now, you can ask your agent to pull specific `get_trade_accounting` details directly against a transaction ID. The system handles the data mapping and verification behind the scenes. You get accuracy; period.

What your AI can actually do with this

This MCP lets your AI agent talk directly to your Chatham Financial account, giving you visibility into complex financial risk management and valuations through natural conversation. Instead of digging through dense dashboards, you just ask questions about your debt or derivatives. You can get current mark-to-market valuations for trades, check what the market expects rates (like SOFR) to do over time, and track payment schedules for every instrument.

It's all housed within one place on the Vinkius catalog that your AI client connects to. This capability means you never have to manually reconcile data from multiple sources again; you just talk to your agent.

Built · Hosted · Managed by Vinkius Chatham Financial - Market Data & Valuation MCP
Server ID 019d756d-9a46-7317-b2aa-08e01b32468d
Vinkius Inspector
Compliance Grade D
Score 56.75/100
Vinkius Inspector Badge — Score 56.75/100

Questions you might have

How do I check market rates using get_chatham_market_data? +

You ask your agent for a specific rate, like 'What is the 3-month SOFR curve?' The tool retrieves the current and historical benchmark rates needed to calculate valuations.

Can I use list_chatham_transactions to see payments? +

No. While list_chatham_transactions shows the trade itself, you must use the dedicated tool, list_trade_payments, to view payment schedules and history.

Does get_trade_valuations give me just today's price? +

No. This tool provides both the current mark-to-market value and historical valuations, letting you track performance changes over time for a trade.

What is the difference between list_chatham_portfolios and list_chatham_entities? +

Portfolios (list_chatham_portfolios) are groups of assets or trades you manage. Entities (list_chatham_entities) refer to the legal organizations that own or operate those portfolios.

When I use get_trade_accounting, how do I audit a specific transaction's entries? +

It provides the full accounting details for any trade. You pass in the relevant transaction ID to see exactly how hedge rules applied and what adjustments were made.

Does list_trade_payments let me view payment history for multiple transactions at once? +

No, you must specify a single transaction ID. This ensures that the tool only retrieves payments directly linked to that specific financial instrument.

If I run get_chatham_market_data frequently, are there rate limits on my MCP connection? +

Yes, the MCP adheres to standard API rate limiting. If you exceed the call quota for a given period, your agent will return an error code specifying when you can try again.

Does get_hedge_effectiveness only calculate results for recently traded instruments? +

No, it accesses historical records. You control the time window and trade dates used to run the effectiveness test, giving you full audit capability.

Can I see the mark-to-market valuation for a specific trade? +

Yes! Use the get_trade_valuations tool with the trade ID. The agent will return the latest calculated valuation from ChathamDirect.

How do I check current SOFR or EURIBOR rates? +

Use the get_chatham_market_data tool and specify the index (e.g., 'SOFR'). Your agent will fetch the latest benchmark rates and available forward curves.

Where do I find my Chatham API credentials? +

API access is typically provided to ChathamDirect clients. Contact your Chatham Relationship Manager to request API access and obtain your API Key and Client ID.

Built & Managed by Vinkius 30s setup 8 tools

We've already built the connector for Chatham Financial. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 8 tools are live and waiting. You're up and running in seconds.

Vinkius runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on Windsurf Windsurf
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
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